Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2021

Oct 21, 2021

SELL
N/A
-499,995 Closed
0 $0
Q2 2021

Jul 15, 2021

BUY
N/A
129,717 Added 35.03%
499,995 $6.73 Million
Q1 2021

Apr 15, 2021

BUY
N/A
55,356 Added 17.58%
370,278 $4.86 Million
Q4 2020

Jan 13, 2021

BUY
N/A
17,200 Added 5.78%
314,922 $3.4 Million
Q3 2020

Oct 27, 2020

SELL
N/A
-43,000 Reduced 12.62%
297,722 $1.85 Million
Q2 2020

Jul 10, 2020

BUY
N/A
66,748 Added 24.36%
340,722 $2.33 Million
Q1 2020

Apr 07, 2020

BUY
N/A
249,914 Added 1038.71%
273,974 $2.18 Million
Q4 2019

Jan 09, 2020

BUY
N/A
5,215 Added 27.67%
24,060 $268,000
Q3 2019

Nov 12, 2019

BUY
N/A
2,614 Added 16.1%
18,845 $168,000
Q2 2019

Nov 12, 2019

BUY
N/A
725 Added 4.68%
16,231 $170,000
Q1 2019

Nov 12, 2019

SELL
N/A
-11,489 Reduced 42.56%
15,506 $154,000
Q4 2018

Nov 12, 2019

BUY
N/A
26,995 New
26,995 $204,000
Track This Portfolio

Track Xcel Wealth Management, LLC Portfolio

Follow Xcel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Xcel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xcel Wealth Management, LLC with notifications on news.